See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,757 | $103,376-61.5% | $87,100-54.4% | $152,861-74.0% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.9%-20.6pp | 82.4%-26.2pp |
| Annual return | 20.26% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $348 | $3,220-89.2% | $2,521-86.2% | $4,762-92.7% |
| Participant deferral / active EE | $2,375 | $4,778-50.3% | $4,049-41.3% | $5,850-59.4% |
| Admin fee / account holder | $138 | $12,205-98.9% | $7,497-98.2% | $11,596-98.8% |